Packages and Filters

Using the new method to create packages allows them to show up on Wordpress like above.

On the quote form the customer can be limited on how many items to select and a flat fee can be set.

New Features:

Rentals: Can set Accessories to be listed as a drop-down on quote form now to reduce space.

Filters: Added to Date Range drop-down: Delivery, Return, Shift

Filters: Added the following filters to the keyword box:

Fees/Promos/Coupons - fee:

Attachments - attachment:

Autobooking - autobook:

Surveys - survey:

Country - country:

Worker Position - position:

CRM: Added entry for Lead Creation to the CRM tab

IO Phone: Can now change your number or add toll-free numbers from interface

IO Phone: Improved phone log to be filtered by date and location

Mobile App: Rename attachments, add manual payments (cash/check)

QuickBooks Online: Now deleted and downgraded leads will delete the matching invoice from QBO as long as there was no payment on the invoice

Packages: Added ability to create packages through regular rental items. These will also sync to Wordpress and show when editing a lead. Use the Override Price flag when adding accessories to a rental “package”, then also set the max allowed choices.